jakiro
Source: Chain Observation
How do you think of $ mask regarded as “small Tencent in the currency circle”?It seems that it is “plug -in”, “ITO distribution platform”, “web2 and web3 middleware”, “investment fund”, etc. It seems that it does not matter, but is this the true face of the Lushan of @Realmasknetwork?Obviously not all.
Although the impression of “plug -in” is too preconceived, if the analysis of the business perspective, Mask is still closely at the business of the web3 application traffic entrance.Come, simple analysis:
In the past few years, MASK has indeed been labeled with a lot of labels: “social plug -in”, “ITO distribution platform”, etc., which once made it the number one target of SocialFi.
As a plug -in, social platforms such as MASK and Facebook, X (Twitter), Lens, Mirro, Farcaster and other social platforms have made a aggregate application: For example, users can use NFT Avatar directly on the Twitter platform as avatars, and they can also directly on the Twitter page.Visit your own chain web3 pages to view assets, Activities, donations, NFT and other content.
Simply put, it is equivalent to setting Debank seamlessly into Twitter, so that Twitter users can reach the application environment on the web3 chain without jumping out of the daily social application scenarios.
In the process, MASK did a lot of compatibility optimization, accessing the TRANSAK fiat currency aggregation channel to solve the problem of deposit access; wallets can be created directly for asset management; and also connected to DEFI and NFT trading platforms such as Uniswap, Sushiswap, Opensea, RaribleSexual launch of ITO’s first Twitter issuance asset raising platform and so on.
It should be said that MASK’s most impressive is its “product force” at the Web2 level, which is the same as Tencent’s product power card in the Internet company.
Although web3 is good at playing tokenomics, the overall product and user experience are consistent with flaws. Although the design of the so -called pixel punk style is also very trendy, it is only possible to attract users in the web2 mature application environment.The threshold for custody, the complex logic of asset interaction on the chain, and the fishing trap that exists at all times is enough to make most web2 users look forward to it.
And Mask is completely different from other ways to reconstruct social platforms like Lens.Social platforms such as Lens have completely decentralized transformation from the underlying server, communication protocol logic, and front -end application presentation. The story is sexy but difficult to land.
MASK takes the usage habits and preferences of the web2 user group as its own position to nose and customized various types of web3 application components. The difficulty is how to hide the various INFRA infrastructure of the web3 environment.The window appears in front of the user.Behind this, it is bound to involve complex technical framework support for chain abstraction, account abstraction.
During the perspective, Mask’s ambition is not limited to a SocialFi platform, but its product “work” gameplay and communication are very good, so they label SocialFi.
In my opinion, MASK has become the first step of the goal of the currency circle: web2 traffic+product power into the web3 environment, that is, the plug -in is the entry point, making itself a SocialFi head platform with a huge traffic.
MASK has become the magnificent strategy of the small Tencent of the currency circle: through capital power, integrate and expand its investment map, and become a web3 application traffic distribution platform with a large user group.
Recent, Orbiter and other products and protocols, even covered the AI fields such as Chirper, CharacterX, KEKKAI, etc.
Observe carefully, these investment targets incorporated into Mask Portfolio are more or less shadow of Web2 product power. For example, Galaxy has become a mobilized task tutorial and guidance entrance. CyberConnect is also a super traffic integration interactive platform. Altalayer alsoTry to use modular To B thinking to become the hub of the Layer2 track, etc. These products have played a certain role in Web2 users (C -side users+B -end developers).
In addition, the expansion of MASK’s investment landscape has no rules. It positions itself as a resource integrator and a traffic driver.The integration of industry resources of Web2 and Web3 has become a necessary way for a web2 incremental user to enter the web3, enjoying the bonus of market explosive growth.Behind this is Mask’s deep capital operation capabilities and market insights. This step is to be realized. The proper “currency circle small Tencent” is undoubted.
In general, MASK uses social plug -in to maintain a huge user stickiness, and then based on the integrated and coverage of resource integration in the entire field of Web3, the goal of giving the web2 user group a low -tech participation threshold and high use experience application entrance to complete the web2 onceTo the “migration” of web3, the real arrival of Mass Adoption was finally promoted.
above.
Note: The web3 field is always active in the mysterious power of Web2. Their products are amazing and will work. Tokenomics also play very 6, just gamble on the direction, a Mass Adoption prospect that is not sure.To tell the truth, this web2 power is promoting the increasingly mature WEB3 industry in the Web3 industry.
